NORTHWEST WEALTH MANAGEMENT, LLC

Position in EVR — Evercore Inc.

CIK 1695344 SPENCER, IA

Position in EVR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$283,053

+$80,067 QoQ

Shares Held

829

+21.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#502

of 703 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $585,264 across 3 Capital Markets names. EVR ranks #1 (48.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc. This page	829	$283,053
2	CLSK	Cleanspark, Inc.	10,429	$151,741
3	MARA	MARA Holdings, Inc.	10,833	$150,470

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,053	829	+21.9%	Shares	Sole	2026-07-13
2026-03-31	$202,986	680	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.